Geneva Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $74.5M | Sell |
510,608
-2,188
| -0.4% | -$319K | 1.28% | 24 |
|
|
2017
Q1 | $67M | Buy |
512,796
+18,950
| +4% | +$2.48M | 1.2% | 25 |
|
|
2016
Q4 | $53.1M | Sell |
493,846
-21,993
| -4% | -$2.37M | 1.04% | 32 |
|
|
2016
Q3 | $65.3M | Buy |
515,839
+31,325
| +6% | +$3.96M | 1.23% | 26 |
|
|
2016
Q2 | $52M | Buy |
+484,514
| New | +$52M | 1.03% | 32 |
|